Charles Schwab
Westlake, TX · Founded 1971 · CSHC
Charles Schwab & Co., Inc. offers franchises for the establishment and operation of Franchise Branch offices providing retail financial services including brokerage, investment advisory, financial planning, and cash management services under the Charles Schwab brand.
Units by Year
Total outlets at year end, from FDD Item 20.
The Investment
No royalty. Item 6 (2026 FDD): fees are netted from the franchisee's monthly Net Payout - Association Fee $250/month, sublease rent, branch hardware/connectivity and client servicing fees.
Leadership
Charles Schwab
Co-Chairman of the Board
Rick Wurster
President, Chief Executive Officer and Director
Yusuf Cassim
Managing Director, General Counsel
Chad Nichols
Managing Director and Chief Compliance Officer
Brandon Neil
Director, Franchise Network Development, Franchise Branch Network
On File
Franchise Disclosure Documents
Also in Miscellaneous Financial Services
More in Financial Services→Read from this brand's Franchise Disclosure Documents. FDD library maintained by AskTy; figures are as filed by the franchisor.